Comprehensive Approach

Current solutions in the marketplace are often fragmented and lack the sensitivity and community alignment that many organizations require. One Oak bridges this gap by providing cohesive and specialized services designed to support the entire lifecycle of an endowment.

Endowment Setup and Vision Creation

  • We assist in establishing the endowment entity, covering all legal and operational requirements, ensuring a strong foundation.

  • We work closely with organizations to help articulate a compelling endowment vision that resonates with their community, guiding them on best practices in mission communication.

  • We provide professional-quality materials that align with the community’s identity and vision, helping endowments communicate their purpose effectively to donors and stakeholders.

  • Our team aids in drafting internal rules and a charter, providing a governance framework that ensures smooth operation and alignment with both mission and compliance standards.

Asset Gathering and Fundraising Support

  • To maximize fundraising potential, we enable endowments to accept a range of donation methods, including Charitable Lead Trusts (CLTs), Charitable Remainder Trusts (CRTs), and Donor-Advised Funds (DAFs).

  • With our suite of tools, including legal form templates and digital resources, we empower organizations to conduct local fundraising confidently and effectively.

  • Our dedicated “education consultants” or “concierge” service provides tailored support, educating donors on endowment impact and enabling seamless donation processing.

  • We assist in structuring targeted fundraising campaigns that align with the endowment’s mission and maximize community engagement.

Asset Distributions and Financial Planning

  • We offer detailed cash flow modeling to help organizations understand short-term vs. long-term distribution needs, ensuring they can fund immediate goals while securing future sustainability.

  • Our system allows easy access to funds for operational goals, with flexibility to support a range of distribution strategies tailored to each organization’s mission and timing needs.

  • We assist clients in planning distributions aligned with their evolving goals, enabling the endowment to make impactful decisions that balance current needs with long-term growth.